Quotient Wealth Partners’s Unum UNM Stock Holding History

Quotient Wealth Partners’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Buy	2,838 +47	+2%	+$3.9K	0.01%	348
2026 Q1	$204K	Buy	+2,791	New	+$208K	0.01%	358

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Quotient Wealth Partners's UNM Position: Q2 2026 in Review

Quotient Wealth Partners increased its Unum (UNM) stake by 1.7% in Q2 2026, buying an estimated $3.9K and bringing the position to 2,838 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #348.

Quotient Wealth Partners first reported a position in UNM in Q1 2026 and has held it in 2 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Quotient Wealth Partners held 2,838 shares of Unum worth $254K as of Q2 2026.
Quotient Wealth Partners bought 47 Unum shares in Q2 2026, an estimated $3.9K.
Unum made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #348 holding.
Quotient Wealth Partners first reported a position in Unum in Q1 2026 and has held it in 2 quarters since.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.